Wealthspan Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealthspan Partners’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Buy	+2,137	New	+$204K	0.06%	127
2024 Q2	–	Sell	-2,605	Closed	-$225K	–	104
2024 Q1	$225K	Sell	2,605 -827	-24%	-$70.7K	0.13%	90
2023 Q4	$303K	Buy	3,432 +1	+0%	+$79	0.21%	67
2023 Q3	$260K	Sell	3,431 -155	-4%	-$12.8K	0.21%	71
2023 Q2	$300K	Sell	3,586 -182	-5%	-$14.9K	0.24%	67
2023 Q1	$313K	Buy	3,768 +1	+0%	+$86	0.27%	59
2022 Q4	$311K	Buy	3,767 +1	+0%	+$83	0.28%	59
2022 Q3	$302K	Sell	3,766 -45	-1%	-$4.21K	0.31%	52
2022 Q2	$347K	Buy	3,811 +1	+0%	+$100	0.36%	47
2022 Q1	$413K	Sell	3,810 -410	-10%	-$43.4K	0.37%	44
2021 Q4	$490K	Buy	+4,220	New	+$461K	0.43%	42

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Wealthspan Partners's VNQ Position: Q2 2026 in Review

Wealthspan Partners opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,137 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings. This is a return to the name: Wealthspan Partners previously reported a position in VNQ as recently as Q1 2024.

Wealthspan Partners first reported a position in VNQ in Q4 2021 and has held it in 11 quarters since. The position peaked at $490K in Q4 2021. 1,807 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Wealthspan Partners held 2,137 shares of Vanguard Real Estate ETF worth $206K as of Q2 2026.
Vanguard Real Estate ETF was a new Wealthspan Partners position in Q2 2026.
Vanguard Real Estate ETF made up 0.06% of Wealthspan Partners's portfolio in Q2 2026, its #127 holding.
Wealthspan Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 11 quarters since.
Wealthspan Partners's Vanguard Real Estate ETF position peaked at $490K in Q4 2021.
1,807 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.